This position is for an aspiring quota-carrying Pre-Sales Business Solutions Professional to join an exciting learning and contributing track, partnering with senior level Business Solutions team members to achieve the overall Broadridge Asset Management Solutions Sales objectives. The solution set area of focus will be centered around the Portfolio Master - Order, Portfolio & Risk Management Solution, focusing on hedge funds and alternative investment managers. Ideal candidates will have a strong background in derivatives, valuation, risk management with a focus on alternative investments.
This role includes two critical components: a strong learning track with exposure and participation in key areas of Asset Management partner groups. Because you'll be relied upon by other Segment Sales Teams to act as the Subject Matter and Demo Specialist within Portfolio Master, you will need to become versed in our client base, support structure, product functionality, and its differentiation. The goal is to have you participating in client/prospect-facing meetings, presentations, and demonstrations for Broadridge Asset Management Solutions both internally and externally throughout North America. You will work closely with many teams including, but not limited to, Business Solutions, Sales, and Account Management within Broadridge to accurately position the products to drive sales and expand the current use of the products.
Responsibilities:- Work with potential and existing hedge fund and asset management firms supporting the pre-sales / solutions team throughout the sales process, with a focus on front-to-back investment management solutions.
- Document meeting minutes, crafting detailed action items and seeing them through to completion.
- Build and maintain a comprehensive understanding of buy-side applications through supporting the team's product demonstrations, technical explanations, and documentation.
- Establish domain expertise and credibility with buy-side customers and partners.
- Assist the Sales Team in the completion of Requests for Proposals (RFP), and Requests for Information (RFI).
- Work as part of the senior business solutions team to deliver Proofs of Concept (POC) tailored to meet customer's functional and technical requirements.
- Stay current on industry trends, providing relevant feedback to the Sales Team and Product Management.
- Be the pre-sales point person on opportunities, identifying and organizing additional resources required as part of the sales process.
Qualifications:- 3-5 years of experience with Portfolio Management, Order Management and/or Risk Management solutions.
- Candidates should have a strong background in Derivatives, Valuations, and/or Risk Management with a focus on Derivatives, Fixed Income, Rates, Structured Products, and other OTC asset classes.
- Capacity to work in a dynamic, fast-paced, and deadline-driven environment.
- Candidates should possess excellent oral and written communication, presentation, and interpersonal skills.
- BS/BA required (business concentration preferred).
- Strong technical foundation; ability to use CRM, Excel, PowerPoint, and related applications to handle data, report results, and present to both internal and external executive management.
- Willingness to travel to clients and prospects.
- Self-motivated to learn, taking initiative to seek answers.
Compensation Range: The salary range for this position is between $105,000.00- $ 115,000.00 USD.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
#LI-CS2
